Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,115
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$17.9M
3
+$15.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.9M

Top Sells

1
+$16.5M
2
+$12.9M
3
+$9.73M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.09M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.96M

Sector Composition

1 Technology 5.26%
2 Financials 4.88%
3 Healthcare 4.37%
4 Industrials 4.05%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.43M 0.03%
70,356
-4,554
477
$2.42M 0.03%
17,676
+1,164
478
$2.41M 0.03%
66,059
+50,253
479
$2.4M 0.03%
16,231
+2,707
480
$2.4M 0.03%
70,298
+13,729
481
$2.39M 0.03%
50,105
-917
482
$2.39M 0.03%
72,016
+2,014
483
$2.38M 0.03%
43,665
+6,330
484
$2.38M 0.03%
42,889
-4,242
485
$2.37M 0.03%
68,502
-3,575
486
$2.36M 0.03%
46,682
+9,789
487
$2.36M 0.03%
97,190
+11,080
488
$2.35M 0.03%
43,174
-2,286
489
$2.34M 0.03%
30,616
+606
490
$2.34M 0.03%
44,070
+199
491
$2.33M 0.03%
31,561
-5,053
492
$2.33M 0.03%
46,922
+9,962
493
$2.33M 0.03%
60,235
+7,530
494
$2.33M 0.03%
30,060
+433
495
$2.32M 0.03%
23,617
+1,486
496
$2.32M 0.03%
35,719
-4,730
497
$2.32M 0.03%
127,699
+1,073
498
$2.31M 0.03%
89,331
+4,517
499
$2.31M 0.03%
70,404
+6,209
500
$2.29M 0.03%
63,624
+5,096
18 19
20
21 22